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SBI Short Horizon Debt Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Fund Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹215 Cr ₹16453 Cr
Min Investment ₹5000 ₹10000
Min SIP Invesment ₹250 ₹500
Min Addl Investment ₹500 ₹5000
Launch Date 09 May 2003 27 Jul 2007
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II BSE India Bond Index
Turn Over % 0.0%
Expense Ratio 1.14 0.85
Manager Dwijendra Srivastava Pradeep Kesavan
ISIN Code INF173K01BA3 INF200K01IG6
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Month 0.19% 0.25%
6 Month 4.37% 4.7%
1 Year 8.36% 8.52%
3 Year 7.38% 7.38%
5 Year 5.82% 5.81%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
6 Month 1.58% 1.74%
1 Year 7.77% 8.39%
3 Year 7.81% 7.95%
5 Year 6.81% 6.83%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
1 Year 7.13% 7.69%
3 Year 7.27% 7.43%
5 Year 7.79% 7.82%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Standard Deviation 0.97% 0.95%
Sharp 0.73% 0.74%
Beta 1.09% 1.14%
Alpha -0.28% -0.33%

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
Name Dwijendra Srivastava Pradeep Kesavan
Total AUM ₹14140 Cr ₹434274 Cr
Funds Managed 14 43
Sundaram Short Duration Fund Regular Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

Others 100 100

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